Cura Wealth Advisors

Cura Wealth Advisors as of June 30, 2026

Portfolio Holdings for Cura Wealth Advisors

Cura Wealth Advisors holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie (ABBV) 31.1 $73M 290k 251.64
Fs Kkr Capital Corp (FSK) 9.6 $22M 2.1M 10.50
Abbott Laboratories (ABT) 8.8 $21M 228k 90.74
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.7 $6.4M 41k 156.95
Midcap Financial Invstmnt Com New (MFIC) 2.2 $5.2M 513k 10.08
Apple (AAPL) 1.8 $4.3M 15k 289.36
Ares Coml Real Estate (ACRE) 1.7 $4.1M 902k 4.50
Vaneck Etf Trust Junior Gold Mine (GDXJ) 1.6 $3.8M 39k 98.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $3.8M 10k 370.04
Nuveen Insured Tax-Free Adv Munici (NEA) 1.5 $3.5M 302k 11.74
Ishares Tr 0-3 Mth Treasury (SGOV) 1.3 $3.1M 31k 100.67
Blackrock Muniyield Quality Fund (MQY) 1.3 $3.1M 269k 11.60
Apollo Commercial Real Est. Finance (ARI) 1.3 $2.9M 276k 10.68
Granite Pt Mtg Tr Com Stk (GPMT) 1.2 $2.7M 1.8M 1.50
Eaton Vance Municipal Bond Fund (EIM) 1.1 $2.5M 254k 9.96
Microsoft Corporation (MSFT) 1.1 $2.5M 6.6k 373.01
Alps Etf Tr Alerian Mlp (AMLP) 1.0 $2.3M 44k 51.85
NVIDIA Corporation (NVDA) 0.8 $2.0M 9.8k 200.09
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.9M 2.6k 748.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.7M 20k 85.49
Accenture Plc Ireland Shs Class A (ACN) 0.7 $1.7M 14k 124.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.7M 2.5k 686.69
Amazon (AMZN) 0.7 $1.7M 7.1k 238.33
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 4.5k 357.40
Golub Capital BDC (GBDC) 0.7 $1.5M 120k 12.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.0k 500.45
Nuveen Div. Advantage Muni. Fund (NAD) 0.6 $1.3M 110k 12.12
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.5 $1.2M 27k 45.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.2M 39k 29.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.1M 1.5k 746.85
Kayne Anderson MLP Investment (KYN) 0.5 $1.1M 79k 13.83
IDEXX Laboratories (IDXX) 0.5 $1.1M 2.1k 526.55
Duke Energy Corp Com New (DUK) 0.5 $1.1M 8.6k 126.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 1.5k 736.50
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 563.24
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.5 $1.1M 31k 34.49
Oracle Corporation (ORCL) 0.4 $1.0M 7.0k 146.55
BP Sponsored Adr (BP) 0.4 $1.0M 28k 36.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.0M 13k 75.45
Palo Alto Networks (PANW) 0.4 $932k 2.7k 341.08
Palantir Technologies Cl A (PLTR) 0.4 $925k 7.9k 116.68
Intel Corporation (INTC) 0.4 $874k 6.3k 139.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $837k 14k 59.69
Shell Spon Ads (SHEL) 0.4 $824k 11k 77.54
Kinder Morgan (KMI) 0.3 $808k 25k 31.97
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $782k 6.1k 127.81
Johnson & Johnson (JNJ) 0.3 $767k 3.0k 253.94
Vanguard Index Fds Growth Etf (VUG) 0.3 $732k 8.5k 86.14
Eli Lilly & Co. (LLY) 0.3 $722k 602.00 1199.57
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.3 $717k 68k 10.55
Kkr Real Estate Finance Trust (KREF) 0.3 $689k 101k 6.84
Northern Trust Corporation (NTRS) 0.3 $678k 3.9k 173.84
Alphabet Cap Stk Cl C (GOOG) 0.3 $677k 1.9k 353.25
JPMorgan Chase & Co. (JPM) 0.3 $662k 2.0k 327.32
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $633k 6.5k 98.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $616k 3.9k 158.03
Vanguard World Inf Tech Etf (VGT) 0.2 $562k 4.7k 119.52
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.2 $546k 32k 16.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $541k 17k 31.71
Micron Technology (MU) 0.2 $531k 460.00 1154.23
Pimco Dynamic Income SHS (PDI) 0.2 $527k 32k 16.70
Broadcom (AVGO) 0.2 $510k 1.3k 377.76
Pfizer (PFE) 0.2 $509k 21k 24.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $500k 7.0k 71.25
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.2 $497k 13k 37.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $494k 2.3k 212.73
Nike CL B (NKE) 0.2 $472k 12k 41.05
Exxon Mobil Corporation (XOM) 0.2 $444k 3.3k 136.71
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $434k 1.8k 236.59
Texas Instruments Incorporated (TXN) 0.2 $414k 1.4k 298.02
Visa Com Cl A (V) 0.2 $404k 1.2k 343.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $399k 803.00 496.92
Evergy (EVRG) 0.2 $389k 4.5k 86.42
Grayscale Ethereum Staking E SHS (ETHE) 0.2 $377k 30k 12.76
Home Depot (HD) 0.2 $375k 1.1k 352.61
Howmet Aerospace (HWM) 0.2 $373k 1.4k 268.86
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $366k 18k 20.49
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $346k 3.9k 88.54
Suncor Energy (SU) 0.1 $344k 6.4k 53.68
Merck & Co (MRK) 0.1 $342k 2.7k 128.49
Okta Cl A (OKTA) 0.1 $341k 2.5k 136.45
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $341k 6.0k 57.00
Roundhill Etf Trust S&p 500 Odte Cov (XDTE) 0.1 $337k 8.6k 39.08
Amphenol Corp Cl A (APH) 0.1 $335k 1.9k 176.29
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $330k 6.2k 53.11
Rubrik Cl A (RBRK) 0.1 $328k 4.1k 80.28
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $327k 35k 9.37
Vertiv Holdings Com Cl A (VRT) 0.1 $326k 973.00 334.68
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $324k 2.1k 157.00
Linde SHS (LIN) 0.1 $322k 621.00 519.09
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $315k 3.0k 104.93
Chevron Corporation (CVX) 0.1 $312k 1.9k 165.76
Coinbase Global Com Cl A (COIN) 0.1 $305k 2.1k 146.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $299k 3.2k 93.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $297k 807.00 368.38
Arista Networks Com Shs (ANET) 0.1 $297k 1.7k 169.90
Ishares Tr Us Aer Def Etf (ITA) 0.1 $296k 1.2k 242.42
Ge Vernova (GEV) 0.1 $294k 250.00 1175.29
Novartis Sponsored Adr (NVS) 0.1 $292k 1.9k 156.72
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $291k 11k 26.52
Constellation Energy (CEG) 0.1 $286k 1.2k 248.32
SLB Com Stk (SLB) 0.1 $285k 6.1k 46.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $279k 15k 19.12
Ge Aerospace Com New (GE) 0.1 $279k 745.00 373.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $277k 921.00 300.45
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.1 $269k 4.0k 67.31
Blackstone Group Inc Com Cl A (BX) 0.1 $265k 2.3k 117.69
Coca-Cola Company (KO) 0.1 $262k 3.2k 81.27
Monster Beverage Corp (MNST) 0.1 $261k 2.7k 96.11
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $259k 5.7k 45.34
Tesla Motors (TSLA) 0.1 $256k 608.00 420.66
Boeing Company (BA) 0.1 $255k 1.2k 216.56
McDonald's Corporation (MCD) 0.1 $250k 924.00 270.27
Chubb (CB) 0.1 $245k 719.00 340.74
Putnam Etf Trust Fran Mu Hi Yi Et (FTMH) 0.1 $241k 20k 11.88
UnitedHealth (UNH) 0.1 $228k 548.00 415.31
Hims & Hers Health Com Cl A (HIMS) 0.1 $225k 6.5k 34.67
Crowdstrike Hldgs Cl A (CRWD) 0.1 $225k 295.00 763.88
Equinor Asa Sponsored Adr (EQNR) 0.1 $224k 7.1k 31.40
Oneok (OKE) 0.1 $222k 2.6k 86.94
Wells Fargo & Company (WFC) 0.1 $222k 2.7k 82.63
Nextera Energy (NEE) 0.1 $221k 2.5k 87.76
TransDigm Group Incorporated (TDG) 0.1 $219k 164.00 1332.04
Blackrock (BLK) 0.1 $217k 226.00 961.01
salesforce (CRM) 0.1 $212k 1.4k 156.66
Ishares Tr Global Energ Etf (IXC) 0.1 $211k 4.3k 49.13
S&p Global Com Shs 0.1 $210k 516.00 407.26
International Business Machines (IBM) 0.1 $208k 740.00 281.20
Carnival Corp Common Shares (CCL) 0.1 $206k 7.2k 28.57
Markel Corporation (MKL) 0.1 $203k 104.00 1953.01
Lockheed Martin Corporation (LMT) 0.1 $200k 393.00 509.99
Doubleline Income Solutions (DSL) 0.1 $190k 17k 11.06
TSS (TSSI) 0.1 $123k 10k 12.30
Carlyle Credit Income Fund Shs Ben Int (CCIF) 0.0 $100k 36k 2.79
Crescent Energy Company Cl A Com (CRGY) 0.0 $100k 10k 9.82
Oxford Lane Cap Corp (OXLC) 0.0 $90k 10k 8.76
Lehman Brothers First Trust IOF (NHS) 0.0 $77k 12k 6.24
Arbutus Biopharma (ABUS) 0.0 $72k 15k 4.80
Keel Infrastructure Corp Com Shs (KEEL) 0.0 $57k 10k 5.74
Trisalus Life Sciences (TLSI) 0.0 $36k 10k 3.56